Success story:

TechAim’s solution for our PCB assembly company was a game-changer for our business. We were struggling with automating our sales and service processes, and tracking the daily activities of our service engineers. With the help of TechAim, we were able to implement a detailed process in Salesforce Sales Cloud that allowed us to create installation calls, service calls, visit logs, invoicing, and much more.

One of the key highlights of TechAim’s solution was the ability to generate reports and dashboards that provided an overview of all customers, installations, pending calls, productivity of a service engineer, branch manager, and their visit logs. This gave us valuable insights into our business operations, which helped us make informed decisions and improve our customer satisfaction.

TechAim also implemented an approval system and escalation system, which ensured that service-related issues were resolved faster, and we were able to build better machine models, gain more customers, and improve our overall revenue.

The custom solution that TechAim implemented for us allowed us to have an overview of asset lifecycle and also allowed us to send emails directly from Salesforce, which saved us a lot of manual time. Their solution was scalable, automated, and customized, which helped us minimize manual work and improve collaboration between different teams.

Overall, TechAim’s solution was a perfect fit for our business, and we were able to seamlessly handle day-to-day tasks. Their reports and dashboards helped us keep track of data insights, and we were now able to see an overview of our customers, which improved our customer satisfaction. We highly recommend TechAim to any business looking to optimize their sales and service processes and boost customer engagement.